Phillip is a managing director at AmbroseAdvisors™. He has nearly 15 years of relevant experience in investment banking and corporate strategy / development. He has advised clients across a wide spectrum of industries in the structuring and execution of ESOP buyouts, mergers & acquisitions, capital raising and valuation projects. Phillip oversees capital raising engagements and execute corporate finance transactions for AmbroseAdvisors™’ investment banking division.
Prior to joining AmbroseAdvisors™, Phillip was an executive director at Eureka Capital, a reputable middle-market investment banking firm, responsible for execution of approximately 50 engagements. Prior to Eureka, he was a vice president at BCC Partners, LLC, a boutique investment banking firm with a strong focus in complex ESOP buyout transactions in California.
Before BCC, he was a portfolio manager for Far East National Bank, a U.S. subsidiary of a leading commercial bank in the Greater China region. Prior to that, he was an analyst at Ballenger Cleveland & Issa, LLC, a boutique consulting practice specializing in turnaround and distressed engagements. Before his employment with BCI, he was a member of the corporate leadership development program at Pacific Century CyberWorks, the largest telecommunications service company in Hong Kong, where he focused on corporate finance and strategic planning.
Phillip received an MBA from the University of California, Irvine and a BA in Economics from the University of California, Berkeley. He has successfully completed all levels of the CPA exam and holds his Series 7 and 66 Securities Registrations through FINRA.
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